Current Opportunities

We are looking to fill this role at either Analyst or Associate level.  You’ll ideally have between 2 and 5 years’ experience in institutional equities, dealing with domestic and offshore long only clients.

This is an excellent opportunity to work closely with the Head of Sales Trading.  A typical day could include:

• Helping to produce morning reports
• Preparing morning market commentary
• Summarising research reports
• Summarising desk trading ideas
• Communicating client flow
• Utilising Iress and Bloomberg for IOI management

You must be able to demonstrate excellent verbal and written communication skills and be able to prioritise your workload with your strong organisational skills.  The work can at times be high pressure, so your ability to take direction and excel in that environment will be critical to your success.

A thorough knowledge of Bloomberg and Iress is preferred, as is an intermediate knowledge of Excel.  A DTR licence is highly regarded, but not necessary.

How to apply

For a confidential conversation or to submit an application please contact Mim at careers@eap.com.au quoting Junior Sales Trader in the subject line.

As a Financial planning & analysis analyst/ Management accountant at E&P, you will serve as a key member of the Group Finance team, focusing primarily on internal financial planning, analysis, accounting, and reporting functions. You will play a critical role in supporting the company’s financial objectives and strategic initiatives through comprehensive financial planning, analysis, accounting expertise and board pack preparation. Your roles and responsibilities may include:

• Conduct financial analyses, including budgeting, variance analysis, and performance reporting, to support strategic decision-making processes.
• Prepare financial reports, presentations, and board packs for executive management and board meetings.

• Preparation of internal financial statements, including income statements, balance sheets, and cash flow statements.

• Participate in special corporate finance projects and initiatives driven by management, such as process improvements, financial optimisation initiatives, and strategic planning efforts.

• Ensure accuracy and integrity of financial data by performing reconciliations, journal entries, and financial analysis.
• Collaborate with internal stakeholders to develop and maintain comprehensive financial plans and forecasts.
• Support internal and external audit processes as needed.

You will be a high achiever with 1-2 years of experience in professional or financial services, and currently studying or recently completed CA/CPA. Organisation and time management skills are a must.  Our environment can be fast-paced, and we work with multiple stakeholders (including internal teams, executive management and board of directors) at any one time, so your ability to manage competing priorities is equally as important as your Accounting skills. We also use a variety of AP systems such as SAP, Sage Accpac, Concur etc. so experience with these is desirable. When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.

For a confidential conversation please contact Beau at careers@eap.com.au quoting “FPA Sydney” in the subject line.

Working predominately within the Wealth Management division, you will serve as a key member in the Business Development and Marketing team. With strengths in SEO, web management, data management and communications, you will play an imperative role in client engagement, lead generation and prospect conversion across each of our target segments.

Your key responsibilities will include:

• Oversee website management, including maintaining and publishing content and ensure it appropriately reflects our firm’s key skills, differentiators and brand.
• Implement SEO strategies to enhance online visibility and drive prospect engagement via our digital platforms.
• Establish a data management plan, ensuring the effective integration of data into our marketing CRM system.
• Craft compelling and clear content for various marketing channels. communications reflect our brand voice and resonate with our target segments.
• Engage key stakeholders to ensure the content plan appropriately reflects our target segments and aligns with our broader SEO and online engagement strategy.
• Contribute to the development of the overall business development strategy, with a focus on generating leads across our target segments.
• Oversee and manage marketing projects from inception to completion.
• Establish a reporting framework outlining digital engagement through all online channels. Experience with Google Analytics is preferred.

About You

You will be a high achieving marketing professional with at least 5 years of experience, preferably within the financial services sector. You enjoy being part of a close-knit team and working collaboratively towards common goals.

Our environment is fast paced, with multiple initiatives running simultaneously. Your ability to manage competing priorities is as crucial as your marketing expertise. Given our work is client facing, attention to detail is also imperative.

Finally, your SEO, web and data management experience provides a wonderful opportunity to establish a comprehensive engagement strategy and deliver real change for the business.

If you have any questions or would like to have a confidential conversation please contact Beau at careers@eap.com.au quoting “Marketing Manager” in the subject line.

As a key member of the Risk & Advice (Line 1) team, you will work closely with Advisers, Associates and Risk & Compliance (Line 2) to promote and enhance E&P Financial Group’s culture of compliance and robust risk management framework.

This important role encompasses providing ongoing guidance to representatives in addition to a strong focus on coaching and training to ensure E&P Financial Group continues to identify and manage its risks in an evolving financial services landscape.

A typical day may include:

• Conducting ongoing and thematic Line 1 supervision and reviews of both investment and strategic advice
• Helping Advisers and Associates in the provision of advice with guidance and feedback
• Facilitate the management of regulatory processes through technology systems
• Coaching and training of advisers and associates
• Preparing reports for risk and compliance committees, and senior management
• Assisting Risk & Compliance (Line 2) with investigations into incidents and complaints

Our environment can be fast-paced, and you’ll often find you’re handling multiple projects and standard duties at any given time, so your ability to manage competing priorities whilst maintaining high attention to detail, critical thinking, initiative and resilience is crucial. As you will be liaising with a variety of stakeholders and dealing with technical and complex matters, strong verbal and written communication skills are essential. You will have 3-5 years’ relevant experience in risk and/or compliance, with a strong preference for wealth management and stockbroking. You also hold a bachelor’s degree of any discipline and RG146 (Financial Planning), or equivalent.

For a confidential conversation please contact Beau at careers@eap.com.au quoting “Senior Risk & Advice Manager” in the subject line.